Fund Administration Staff at CFGI

Washington, District of Columbia, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Financial ServicesIndustries

Requirements

Candidates should possess a Bachelor’s degree in a relevant field, such as Finance, Accounting, or Business Administration, and have at least three years of experience in fund administration or a related role. Strong organizational skills, attention to detail, and excellent verbal and written communication skills are essential for this position.

Responsibilities

The Fund Administration Staff will primarily support the client’s legal entity management function by assisting with legal entity formations, modifications, and liquidations, managing legal entity information in client databases, preparing and processing tax forms, assisting with bank account opening requests, supporting KYC requests, coordinating document legalizations, and collecting and posting transaction documents. Additionally, the role involves project management tasks such as reporting task status updates, managing client expectations, and ensuring the quality and consistency of services provided to the client.

Skills

Fund Administration

Legal Entity Management

Tax Forms Preparation

SS-4

8832

FATCA

CRS

KYC

Bank Account Opening

Database Management

Investment Structure Charts

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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